Wealthfront

Financial planning and investing
with Wealthfront couldn't be easier.We do it for you.

Our investment strategies may be sophisticated, but our philosophy is simple.

Technology can do some things better than people.
We use software to better execute time-tested investment strategies:

reduce
risk

We'll build you a diversified portfolio that aims to maximize returns without taking
you out of your risk comfort zone. And our software automatically maintains the right
level of diversification for you.

reduce
taxes

We built tax intelligence into our software to help lower the taxes you pay, so you'll have more money to invest.

reduce
fees

We don't let higher fees eat away at your long-term returns. Our fees are simple and low, and our
goal is to keep offering more value without raising costs.

Wealthfront Inc. is an SEC-registered investment advisor. Please see our
Full Disclosure for
important details.

By using this website, you understand the information being presented is provided for informational purposes
only and agree to our Terms of Use
and Privacy Policy.
Wealthfront relies on information from various sources
believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and
completeness of that information. Nothing in this communication should be construed as an offer,
recommendation, or solicitation to buy or sell any security. Additionally, Wealthfront does not
provide tax advice and investors are encouraged to consult with their personal tax advisors.

Wealthfront’s financial advisory and planning services, provided to investors who become clients
pursuant to a written agreement, are designed to aid our clients in preparing for their financial
futures and allow them to personalize their assumptions for their portfolios.

All investing involves risk, including the possible loss of money you invest, and past performance does
not guarantee future performance. Historical returns, expected returns, and probability projections are
provided for informational and illustrative purposes, and may not reflect actual future performance.

PassivePlus® is a registered trademark and property of CSSC Investment Advisory Services, Inc.
(“CSSC”) and is used under license. CSSC and Wealthfront are not affiliated companies.